Join us for an insightful session where Rajeev Thakkar discusses the investment principle of being 'a little bit fearful when others are greedy', recorded at the 8th Value Investing Pioneers Summit. He explores the significance of starting valuations, the real impact of GDP growth, and challenges common perceptions about sector performance. Rajeev highlights the importance of understanding equity mutual fund inflows and foreign portfolio investments, while addressing the disconnect between analyst predictions and actual market returns. With insights on three key factors investors can control, this video is packed with valuable information for both seasoned investors and newcomers alike.
0:00: Introduction
2:30: Pardon the P/E
5:05: Importance of Starting Valuations
8:21: Rethinking the Significance of GDP Growth
10:55: Evaluating Sector Growth Relevance
15:37: The math should somewhere workout
16:58: Equity Mutual funds inflows are just one side of the equation
19:01: Mere FPI Aayenge…?
20:40: The Impact of Globalization on Company Listings
23:02: Analyzing the Disconnect Between Analyst Predictions and Actual Returns
25:02: Three Key Factors Investors Can Control
25:42: Audience Q&A Session
55:00: Closing Remarks
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The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals.
As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.